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Access profiles

Each user of the organization has an Access Profile. The profile sets what the user can do:

PermissionBasicOperatorManagerAdministrator
View organization, send documents and view templatesYesYesYesYes
Delete, cancel, refuse, pause and resume documents they createdYesYesYesYes
Create and manage templates they createdYesYesYesYes
View the organization's documents, folders and restricted templatesYesYesYes
Move documents they createdYesYesYes
Delete, cancel, refuse, move, pause and resume any documentYesYes
Create and manage folders and templatesYesYes
Create, edit and delete contactsYesYes
Manage usersYes
Manage organization (settings, integrations, webhooks and billing)Yes

Some instance settings change this table:

  • If the instance does not let everyone create documents, the instance administrator must allow sending.
  • The instance can let the Basic and Operator profiles manage contacts.
  • Pausing and resuming documents only shows if the instance has pausing turned on.

Besides the organization profile, a user can have a role in a folder. The folder role gives access to that folder's documents.

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